Client Onboarding Specialist
$48 - $50 per hourMindlance
This range is provided by Mindlance. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $48.00/hr - $50.00/hr Title: Client Onboarding Specialist Location: New York, NY (Hybrid) Key Responsibilities Manage end-to-end onboarding processes for Markets (e.g., Sales & Trading, Capital Markets, Global Markets) from initiation through go-live. Coordinate onboarding activities across multiple stakeholders including Front Office, KYC, AML, Compliance, Legal, Risk, Operations, Credit, and Technology. Serve as the primary point of contact for onboarding requests, tracking status, dependencies, and deliverables. Ensure all onboarding documentation, approvals, and regulatory requirements are completed accurately and within defined timelines. Monitor onboarding milestones, identify risks or delays, and proactively escalation issues as needed. Maintain onboarding trackers, dashboards, and reporting for management visibility. Ensure adherence to internal controls, governance standards, and regulatory policies. Support process improvement initiatives to enhance onboarding efficiency and client experience. Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of – Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans. Seniority level Not Applicable Employment type Contract Job function Finance and Consulting Industries Banking, Financial Services, and Investment Banking #J-18808-Ljbffr Mindlance
$55k - $65k
Asset Living is seeking a Client Services Specialist to manage property onboarding and offboarding processes. This position involves building strong client relationships and ensuring high levels of customer satisfaction. The ideal candidate will have a Bachelor’s degree...SuggestedRemote work- ...support to Independent Financial Professionals in New York. This role involves managing day-to-day requests and ensuring high-level client service and compliance. Candidates should have a Bachelor’s degree in Business Administration or Finance, with at least 3 years of...Suggested
- Upfluence is looking for a Client Onboarding Specialist in New York City to enhance the onboarding experience for clients. You will ensure clients successfully launch their first campaigns and maximize the use of the Upfluence platform. The role involves guiding clients...Suggested
$48k - $65.3k
Teachers Insurance and Annuity Association of America is looking for a Client Service Associate in New York, NY. In this role, you'll partner with associates across Global Client Group to support onboarding new client accounts and enhance the client experience. This...Suggested- 1340 Guggenheim Partners Investment Management, LLC is looking for a Client Service Specialist to join its team in New York City. This role requires effective management of client relationships and support for institutional clients, necessitating strong communication skills...Suggested
$150k - $190k
...friendly environment where your unique talents and insights will play a crucial role in building something extraordinary. Client Onboarding Specialist Talos is seeking a Client Onboarding Specialist to lead technical implementations and connectivity integrations for...Full timeWork at officeRemote workAfternoon shift$28 per hour
Creative Solutions Services, LLC in New York, NY is seeking a Client Service Associate to enhance client experiences by coordinating transitions and supporting ongoing client needs. You will work directly with our Global Client Group, providing essential support throughout...Hourly pay$95k - $125k
Nomura Holdings, Inc. in New York, NY, seeks an experienced Client Onboarding professional. You will lead client onboarding processes, ensuring excellence and innovation while being a key representative of the firm. The ideal candidate has significant experience in client...Flexible hours- ...growing global team is currently distributed between our offices in NYC, Mexico City, and Lyon. About the position As the Client Onboarding Specialist, you will report to the Director of Customer Success. The Onboarding Specialist is the client's first stop post-sale and...
- A consumer-advocacy law firm is seeking a Client Onboarding Specialist who will assist new clients in their onboarding process. This full-time role involves a high call volume and requires strong attention to detail. The ideal candidate should possess customer-facing experience...Remote jobFull time
- An established corporate services firm in New York is seeking a Corporate Service Specialist to enhance customer satisfaction by managing client interactions from onboarding through project completion. Candidates should have 2-4 years of experience in customer service or...Full time
- A financial services firm based in Pennsylvania is seeking a Client Service Associate to provide comprehensive operational and administrative... ...this role. Responsibilities include creating reports and supporting client onboarding processes. #J-18808-Ljbffr Waldron Private Wealth
- UHY-US is seeking a Healthcare Client Onboarding Specialist to support client onboarding and engagement efforts. This remote role focuses on managing inbound leads, scheduling appointments, and helping clients navigate services in a professional manner. The ideal candidate...Remote job
$72k - $80k
A financial services company located in New York is seeking an Asset Management Associate to support the onboarding and servicing of clients. The role requires expertise in asset management processes and strong customer service skills. Candidates should have 3-5 years of...- Citi is seeking a Client Onboarding Intermediate Analyst to manage account opening processes and ensure compliance with KYC and AML regulations. The role emphasizes service quality and operational efficiency in onboarding retail banking customers. The ideal candidate would...
- UHY-US is seeking a Healthcare Client Onboarding Specialist to manage client onboarding and engagement efforts. This fully remote position emphasizes a client-focused approach, helping prospective clients navigate services and manage their inquiries effectively. Ideal...Remote job
- ...Framework Ventures is seeking a client onboarding specialist to join their remote team. The ideal candidate will manage client onboarding and verification activities while ensuring a 6-star client experience. Strong knowledge of cryptocurrency and customer service experience...Fixed term contractRemote workWeekend workAfternoon shift
$1,120 - $1,600 per month
...Bamboo Works is looking for a Client Onboarding and Product Support Specialist to provide technical support and onboarding services to new clients using their AI-powered platform. You'll be monitoring campaign performance, troubleshooting client issues, and ensuring a...Remote work- SinglePlatform is seeking a dedicated professional to onboard and train new customers while managing ongoing relationships. The ideal candidate will demonstrate exceptional communication skills and a positive attitude to support customers effectively. You will address customer...
- A digital consulting company is looking for a Customer Service & Onboarding Representative to join their fully remote team. This role focuses on managing the onboarding process and ensuring excellent customer support in a fast-paced environment. The ideal candidate should...Remote job
- HelloTeam is seeking a Client Support Specialist to deliver end-to-end client support. This role involves onboarding clients, conducting training sessions, and troubleshooting platform-related issues to ensure a successful user experience. The ideal candidate will have...Remote jobWork from homeFlexible hours
- ...leading tech company is seeking a Support Operations Associate who will ensure seamless support experiences for customers during onboarding. The ideal candidate should have at least 3 years of experience in Support Operations, especially in SaaS or telecom sectors, and...
$50k
...is seeking a Customer Success Associate to provide top-notch support to corporate and hospitality customers. This role involves onboarding new accounts, resolving issues, and ensuring customer satisfaction through proactive outreach. The ideal candidate possesses strong...Remote jobFull time$48k
Accelerated Automation is hiring a Customer Success Specialist to join their growing team. This full-time remote position requires a client-focused individual who is proactive,... ...with technology. You will manage client onboarding, address basic tech issues, and be...Remote jobBase plus commissionFull timeFlexible hours- CEDX Systems is seeking an experienced Implementation/Onboarding Specialist to join our customer success team. The role entails owning customer portfolios, focusing on adoption, expansion, and retention, while ensuring excellent customer experiences. You will collaborate...Flexible hours
- BusRight is seeking a Learning Specialist to modernize student transportation by delivering precise customer onboarding training. You will be pivotal in ensuring users effectively navigate new technology on the BusRight platform. This role focuses on delivering live virtual...Remote jobFlexible hours
$80k - $100k
Aegis Ventures is seeking a Customer Success Specialist to support healthcare providers and IT teams in a remote role. You will integrate clinical workflows and build strong relationships with clients, ensuring satisfaction and successful outcomes. This position involves...Remote job- A large financial client in New York is in search of a Brokerage Account Operations analyst. This role involves opening accounts for Brokerage, FX, and RIA, reviewing client onboarding documentation, and ensuring accuracy in client data entry. Candidates should have at...
- Sequence is seeking a Product Specialist in New York, NY, to enhance customer onboarding and product journeys. You’ll lead implementation strategies, manage customer lifecycles, and support product feedback to teams. If you're eager to own challenges in a fast-paced environment...
- Southeast Alabama Medical Center is seeking a Talent Acquisition Onboarding Specialist to support the Talent Acquisition team with various tasks including data entry and background checks. This role ensures a positive candidate experience during the onboarding process....Work experience placement
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